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B. Riley Wealth Management’s National Beverage FIZZ Stock Holding History

B. Riley Wealth Management’s Portfolio FIZZ Stock Details FIZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-400
Closed -$4K – 1032
2015
Q1 		$4K Hold
400
– – ﹤0.01% 882
2014
Q4 		$4K Buy
+400
New +$4.79K ﹤0.01% 873

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's FIZZ Position: Q2 2015 in Review

B. Riley Wealth Management sold out of National Beverage (FIZZ) in Q2 2015, closing a stake of 400 shares — an estimated $4K sold.

B. Riley Wealth Management first reported a position in FIZZ in Q4 2014 and held it in 2 quarters. The position peaked at $4K in Q1 2015. 77 funds tracked by Wall St. Rank hold FIZZ as of Q2 2015.

  • B. Riley Wealth Management reported no remaining National Beverage position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 400 National Beverage shares in Q2 2015, an estimated $4K.
  • B. Riley Wealth Management first reported a position in National Beverage in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's National Beverage position peaked at $4K in Q1 2015.
  • 77 funds tracked by Wall St. Rank held National Beverage as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.